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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
NIS
1101
National Investment Services
Wisconsin
$1.87M +$378K +13,565 +24%
RB
1102
Rodgers Brothers
Pennsylvania
$1.87M +$51.1K +1,835 +3%
KIC
1103
Keating Investment Counselors
Florida
$1.86M
JGIA
1104
Jackson Grant Investment Advisers
Connecticut
$1.86M +$7.74K +278 +0.4%
BFM
1105
Boston Financial Management
Massachusetts
$1.85M -$347K -12,464 -15%
RAM
1106
Roanoke Asset Management
New Jersey
$1.85M
PAM
1107
Peninsula Asset Management
Florida
$1.85M +$62.6K +2,251 +3%
VIA
1108
Vident Investment Advisory
Georgia
$1.85M -$340K -12,226 -15%
SP
1109
SWS Partners
Ohio
$1.85M +$104K +3,725 +6%
WAM
1110
Wolverine Asset Management
Illinois
$1.85M +$1.91M +68,637 New
SBWM
1111
Sunflower Bank Wealth Management
Arizona
$1.85M -$28.2K -1,013 -1%
Rockefeller Capital Management
1112
Rockefeller Capital Management
New York
$1.84M +$1.91M +68,498 New
FI
1113
FormulaFolio Investments
Michigan
$1.84M -$81.4K -2,923 -4%
BBCM
1114
Boardman Bay Capital Management
New York
$1.84M +$1.91M +68,485 New
CFIA
1115
Cantor Fitzgerald Investment Advisors
New York
$1.84M -$356K -12,796 -16%
CA
1116
Cambridge Advisors
Nebraska
$1.83M -$6.43K -231 -0.3%
AIA
1117
Armor Investment Advisors
North Carolina
$1.82M +$180K +6,482 +11%
LMIM
1118
Lockheed Martin Investment Management
Maryland
$1.81M -$232K -8,341 -11%
NAMP
1119
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.81M -$36.3K -1,306 -2%
PWW
1120
Pettyjohn Wood & White
Virginia
$1.81M -$28.9K -1,039 -2%
NB
1121
Northwest Bancshares
Pennsylvania
$1.79M +$21K +756 +1%
GAM
1122
Gemmer Asset Management
California
$1.79M +$153K +5,506 +9%
IR
1123
IAT Reinsurance
New York
$1.78M
MM
1124
Midas Management
New York
$1.78M
LAIC
1125
Lederer & Associates Investment Counsel
California
$1.78M +$390 +14 +0%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.